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Sponsor portfolio

BDT BEVERAGE LLC

EIN 62-1837349-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$184K premiums
Participants
410
2712 WESTWOOD DRIVE - NASHVILLE, TN 37204615-742-3771
Plans on this EIN
2 filings
#001401k-$7.7M - 196 part#501Mixed-$184K - 319 lives

Benefits portfolio analytics

1 plan / $184K premiums / 319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$93K
  • Life$72K
  • Short-term disability$72K
  • Long-term disability$72K
  • Other$72K
  • Vision$19K
Total $184K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY39%
  • BLUE CROSS OF CALIFORNIA10%
Total $184K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LOCKTON COMPANIES, LLC92%
  • REX DAVENPORT8%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BDT BEVERAGE 401K PROFIT SHARING PLAN & TRUST

401k

Assets$7.7M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BDT BEVERAGE, LLC EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF TENNESSEE

Premiums$184K
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BDT BEVERAGE 401K PROFIT SHARING PLAN & TRUST401k$7.7M1962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BDT BEVERAGE, LLC EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF TENNESSEE$184K3192025
Retirement plans
Welfare plans
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